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Episode 6 - James Hughes of Live Oak Bank on acquisition financing for wealth management firms

Episode 6 - James Hughes of Live Oak Bank on acquisition financing for wealth management firms

Modern Financial Advisor · Truelytics

November 14, 201840m 16s

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Show Notes

James Hughes of Live Oak Bank joins Mike Langford to discuss how wealth management firms and individual financial advisors can use debt financing to acquire a business or use it to facilitate the sale of a business. Also, in this episode, we explore whether it is a seller's market or a buyer's market. Who is really in control?